Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hightower Taps Gurinder Ahluwalia as President
By John ManganaroThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
April 02, 2024
Creative Planning Buys $2.2B Wealth Manager in TexasThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
April 01, 2024
For High Earners, Roth Catch-Up Contributions Are TrickyUnder Secure Act 2.0, those making more than the threshold will soon have to direct such contributions to Roth accounts.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
FBI Hunts Iowa Advisor Charged With $1.5M FraudWilliam Jack Berg, 51, is on the FBI's Most Wanted list for white-collar crimes.
April 01, 2024
Raymond James Adds $1B RBC Wealth GroupThe three veteran advisors work in the greater Phoenix area.
April 01, 2024
7 Growth-Busting Mistakes RIAs MakeEmbracing new technology and other tools is tricky and costly, so firms need to tread carefully.